Glenn Duphiney is a CFP® professional with 32 years of experience in the financial industry, currently serving at LPL Financial since 2008. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has participated as a part-time actor with occasional performances in the Tri-State area. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with a range of financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Richard Vanderpool is a Series 63-credentialed financial advisor with 27 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 27 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Miscik is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services and M Holdings Securities. He is also associated with Eagle Rock Wealth Management and Greenberg and Rapp as a financial advisor based in Morristown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kevin Ryan is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and their families to assist them in making important financial decisions aimed at achieving long-term goals. His focus areas include retirement planning, investments, and income management. He emphasizes nurturing and growing long-term client relationships. Kevin has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Investment Consultant before his current position as Financial Consultant. His experience centers on providing financial planning and investment consultation services. Outside of his professional work, Kevin's personal interests include baseball, football, golf, running, reading, and spending time on family activities.

Ian Drogowitz is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Park Avenue Securities, Lockton, the University of Delaware, Nordstrom, and Wine Library. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including mutual funds, ETFs, and fund-of-funds.

Alan Levine is a CFP® with 36 years of experience in the financial services industry, currently affiliated with LPL Financial since 2010. He also operates Diversified Financial Consultants, Inc., a firm he has been involved with since 1989. Levine serves in fiduciary roles for several family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Renee Schwartz is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes seven years at Citigroup Global Markets before joining Morgan Stanley in 2009. Outside of her advisory role, she is a member of M&R Schwartz Family Holdings, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and market outlook models.

Matthew Minsch is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Vail Resorts, Somerset Hills Country Club, Boston University, and Ridge High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, with a focus on advisory services rather than individual security recommendations.

Richard Garrett is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Great Point Capital, and Takion Technologies. Outside of his advisory work, he is involved with US Coachways Inc, a company in the automotive and transportation sector. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a wide range of retail and institutional investment options.

Nicholas Martin is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has held several roles within the company, including Investment Consultant from 2021 to 2023, Relationship Manager from 2019 to 2021, and Financial Representative from 2018 to 2019. Nicholas is a CERTIFIED FINANCIAL PLANNER™ professional. He focuses on helping clients navigate all facets of their financial plans by delivering personalized planning experiences tailored to their specific needs and goals. His approach emphasizes building trusting relationships with clients and their families to prioritize what is most important and take necessary steps toward achieving their financial objectives. Outside of his professional work, Nicholas enjoys family activities, fishing, fitness, football, golf, and running.

Thomas Cifelli is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory role, he is a part owner of a real estate business in New Jersey. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Babajide Oluyemi is a financial advisor with LPL Financial in Whippany, NJ, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2010 and previously spent three years with Cetera Wealth Services, LLC. Outside of advising, he is involved with Overcomers Wealth Management LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research tools and a broad network of over 22,800 advisors.

David Glennon is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the CFA® designation as well as Series 63, 65, and 66 licenses. Prior to joining Morgan Stanley, he worked at Bank of America for 16 years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by approved tools and offers access to broad retail and institutional investment options.

Scott Torseth is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He brings a comprehensive background in financial services, having worked as a Financial Consultant at Fidelity from 2020 to 2025, and as a Financial Advisor at Merrill Wealth Management between 2018 and 2020. Earlier in his career, he served as a Financial Advisor at Edward Jones in 2017. Before focusing on financial advisory roles, Scott held strategic positions including Strategy Director for the Affluent Segment at MUFG from 2013 to 2015, and Vice President of Affluent Segment Strategy at U.S. Bank from 2005 to 2013. His experience spans various aspects of wealth management and financial planning. Scott emphasizes applying Fidelity's established planning process and resources to assist clients in simplifying their financial decisions and working toward their goals.

Jennifer Blair is a Series 66-registered financial advisor at J.P. Morgan Securities with 22 years of industry experience. She previously worked for The PNC Financial Services Group, Inc. for 23 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gian Paolella is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services Advisors Inc. and New York Life Investments, among others. Paolella is also involved with Morristown Wealth Management LLP, an entity through which he conducts his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jason Beswick is a financial advisor at Edward Jones with 28 years of industry experience. He has held his current role since 2006 and previously worked at BNY Mellon Securities Corporation for two years. Outside of his advisory work, Beswick serves as the varsity ice hockey coach at Northern Highlands High School in Allendale, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Timothy Mehaffey is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Mehaffey also serves as a trustee for the Robert and Jane Malavarca Family Trust, managing life insurance trust activities. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual investors, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors, employing a multi-manager platform with various investment program options.

Rebecca Leite is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney since 2014. Outside of her advisory role, she is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by the firm's structured discovery process and advanced modeling tools.

Arjan Kolic is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with nine years of industry experience. His prior roles include six years at UBS Financial Services and involvement in background acting and restaurant work during career breaks. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.